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    1. Home
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    3. Investment Banking & Asset Management
    4. Desk Assistant 2023
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    JM Finn was founded in 1946, since then we have understood the need for stability when it comes to gaining trust from our clients. We offer a high quality, personalised investment management service that aims to meet the individual demands of today’s private and professional investors.  Designed to help guide our clients through the increasingly complex investment world, our personalised approach draws on traditional client service values in a world where individual investment manager discretion is often replaced by a process-driven response. 

    About the role

    Administration

    For the avoidance of doubt, it is not permitted to process third party payments

    • Resolve administrative queries with clients and Investment Administration
    • Be responsible for the new client account opening process
    • Prepare transactions for processing on the Firm’s systems, (it is not permitted to release orders)
    • Check contract details against dealing data
    • Draft client reports and correspondence that would accompany valuations, dealing letters or investment manager recommendations and responses to ad hoc client requests or queries
    • Prepare payment, transfer and other Investment Administration forms for investment manager sign-off

    Client relationships (under appropriate supervision)

    For the avoidance of doubt no investment advice is to be relayed under any circumstances

    • Help resolve and respond to administrative queries from clients, referring where appropriate to supervisor or other senior person
    • On request, provide factual information only relating to market indices, share prices etc.
    • Develop relationships with clients by arranging, attending and assisting at meetings as appropriate, including the preparation of necessary documentation

    Investment Management

    • Monitor existing and potential investments
    • Help with analysis of investments by reading research and attending company/fund manager meetings
    • Help with portfolio construction and ongoing monitoring of client’s portfolios
    • In time, contribute to the firm’s investment process by contribution to morning meeting, monthly stock selection and asset allocation meetings and research of collectives.

    Compliance

    • Work within the Regulatory and the Firm’s compliance framework
    • Follow JMF development programme to gain competence
    • Maintain own professional competence through a programme of CPD

    Personal Conduct

    Ensure that the firm’s clients and staff are always treated fairly and responsibly, with respect and consideration.

    Qualifications, skills, experience and competencies 

    • Studying for/passed the CISI Level 4 Investment Advice Diploma as appropriate, to complete qualification within 12 months of commencing role
    • Degree Educated (2:1)
    • Up to 1 year’s financial services experience
    • Demonstrable interest in City Markets and Private Client Fund Management
    • Analytical and numerate
    • Well organised
    • Customer facing
    • Good written and verbal communication skills
    • Computer literate